See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,819 | $167,307-85.8% | $143,757-83.4% | $134,475-82.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.56% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $910 | $5,619-83.8% | $4,951-81.6% | $4,740-80.8% |
| Participant deferral / active EE | $7,007 | $6,446+8.7% | $5,637+24.3% | $6,400+9.5% |
| Admin fee / account holder | $179 | $18,088-99.0% | $14,673-98.8% | $11,426-98.4% |